Oracle CRM On Demand Advanced Analytics Workshop - LVC NEW

 Oracle University provides a downloadable eKit containing the training materials for this course.

What you will learn:

In this course, students learn to use advanced features of Oracle CRM On Demand Answers to support custom business reporting needs. These include learning how to: apply advanced formatting and layouts; create and apply multiple filters for rolling date analyses and negative reporting; use advanced formulas and calculated columns; build comparative reports using prompts; and, directly link reports. These skills enable advanced users to build complex reports that display results simply.

Hands-on exercises based on real business examples reinforce the skills and knowledge taught in the course. This provides an opportunity for students to practice new skills in a safe environment with instructor support.

Learn To:

• Use column and conditional formatting to emphasize key data
• Use simple SQL statements to filter your data
• Create effective pivot tables that provide multiple data perspectives
• Write time and date formulas and create rolling date reports
• Filter data based on the results of another analysis
• Link directly from a record to a record-specific analysis

Before the start of the class, students will have to complete the following prerequisites:

• Oracle CRM On Demand Webinar: Build Reports: 1. Control Visibility
• Oracle CRM On Demand Webinar: Build Your Own Reports: 2 Create List Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 3 Format Custom Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 4 Create Charts for Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 5 Create Pivot Tables for Reports
• Oracle CRM On Demand Webinar: Build Your Own Reports: 6 Control Access to Reports

To access those prerequisites, please follow the steps below:

• Go to www.oracle.com and log in
• If you don't have an account, click the Register for a free Oracle Web account link on top of the page to create one
• After you log in, click the Education link on the right
• Click the Knowledge Center ink on the left
• From the Knowledge Center page, click the Free Trial link on the right
• Read the Free Trial Subscription terms and accept
• Type the pre-requisite name in the Search box and click Go

A Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Schedule/Purchase	Training Formats	Price	Duration	Course Materials	Instruction Language
View Schedule	Live Virtual Class	US$ 3,000	3 Days	English

 

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Audience:

• Reports Developer
• Technical Consultant
• Technical Administrator

Prerequisites:

Required Prerequisites:

• Ability to create reports using Oracle CRM OnDemand Answers
• Basic familiarity with the Oracle CRM On Demand application
           

Course Objectives:

• Use action links to pass record details to a report so that the report results are record-specific
• Create analyses that answer defined business questions
• Identify and apply formatting options to emphasize key data
• Design and format effective pivot tables to show data from multiple perspectives
• Define prompts to allow users to filter information in an analysis
• Use advanced filtering options to satisfy report data requirements
• Filter data based on the results of another analysis
• Combine reports to create complex filters
• Use column formulas to calculate data in an analysis
• Write rolling date filters to display results based on relative time frames
• Include session variables in filters and formulas
• Create links to navigate users through a set of reports

Course Topics:

Reporting Methodology

• Identifying Subject Areas
• Finding Data Columns
• Analyzing Custom Objects
• Designing Your Report

Formatting Tables

• Column Formatting
• Conditional Formatting
• Using Images

Working With Pivot Tables

• Adding Totals and Relative Values
• Adding Duplicate Columns

Using Advanced Layout Views

• Column Selectors
• Gauge Views
• Adding a Legend
• Using a Narrative View

Using Filters

• Filtering with SQL Expressions
• Using Variables
• Filtering Based on Results of Another Analysis

Combining Reports with Set Operations

Defining Column Filter Prompts

• When to Use Prompts
• Date Range Prompts

Column Formulas and Conditional Expressions

• Where to Apply Formulas
• Creating Mathematical Formulas

Date and Time Formulas

• Types of Date Formulas
• Rolling Date Filters
• Using Session Variables

Conditional Values

• Using CASE Statements
• Applying Aggregation Rules

Navigating Users to Analyses

• Defining Drill-Down Paths
• Creating a Web Link field